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Benefits brokerage · 23 offices

PATRIOT GROWTH INSURANCE SERVICES,L

PATRIOT GROWTH INSURANCE SERVICES,L is named as the broker of record on 71 insurance contracts across its 23 offices in public Form 5500 Schedule A filings.

Offices
23
Contracts
71
Carriers
24

Offices

The 12 offices with the largest books, largest first. The other 11 are in the list below.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

All 23 offices

Every office that files under the PATRIOT GROWTH INSURANCE SERVICES,L name, largest book first.

Book profile

PATRIOT GROWTH INSURANCE SERVICES,L brokers 71 insured contracts for 51 employers, across 17 states, led by PA, AZ, FL.

Dental is the largest line (20 contracts), followed by vision (20), health (19), life (18).

UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (11, about 15%); METROPOLITAN LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 59% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

dental 20 · vision 20 · health 19 · life 18 · disability 17

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUMTHE WOODLANDS, TXDALLAS, TXUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
TEMPE LIFE CARE VILLAGE, INCTEMPE, AZFORT WASHINGTON, PABLUE CROSS BLUE SHIELD OF ARIZONAJan 1FY2025
HYDRAFLOWFULLERTON, CAFORT WASHINGTON, PABLUE CROSS OF CALIFORNIAOct 1FY2025
FIDUCIARY TRUST COMPANYBOSTON, MAFORT WASHINGTON, PABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jan 1FY2025
WALSH BROTHERS, INC.BOSTON, MAFORT WASHINGTON, PABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Jun 1FY2025
Subscriber access
46

more employers in PATRIOT GROWTH INSURANCE SERVICES,L's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)